Friday's AI Panic May Have Created Rare Entry Points
While everyone was selling, smart money started circling these domestic plays...
Hey there,
Friday’s tariff announcement triggered indiscriminate selling across AI stocks.
But here’s what most investors missed: companies with purely domestic operations got hammered alongside China-exposed names.
The disconnect between panic and fundamentals rarely gets this wide. Full story.
-Christopher
P.S. Infrastructure providers with zero China exposure dropped alongside everything else. Ninth consecutive quarter of S&P 500 profit gains says fundamentals remain intact. You really need to read this before it’s too late.